2023 Form 5500 filing — Tax Deferred Annuity Plan Of Visiting Nurse
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014121358NAL0027239857001) for Tax Deferred Annuity Plan Of Visiting Nurse, reported by Vna Health Group, Inc. under EIN 22-2500029 and plan number 002. It reports 955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121358NAL0027239857001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vna Health Group, Inc.
- EIN
- 22-2500029
- Plan number
- 002
- Location
- Holmdel, NJ
- Participants
- 955
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,355,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,355,195
- Employer contributions
- $34,506
- Participant contributions
- $6,336,399
- Total income / additions
- $15,798,225
- Benefits paid
- $3,582,636
- Administrative expenses
- $87,063
- Total expenses
- $3,669,699
- Net increase / (decrease)
- $12,128,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | NONE | $25,000 | not reported in the loaded dataset |
| Newport Capital Group | NONE | $25,000 | not reported in the loaded dataset |
| Holman Frenia Allison, P.C. | AUDITOR | $15,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,996 | $0 |